Run Your Entire Insurance Business From One System.
34 modules. 324 ready-made Excel trackers, calculators, checklists, client ebooks and design templates — covering leads, sales, commissions, renewals, claims, compliance and marketing. Stop rebuilding sheets. Start closing more policies.
Instant download•Lifetime updates•7-day refund promise
Business Modules
Tools & Templates
Client Ebooks
Saved Every Week
You are not short on effort. You are short on systems.
Most advisors lose commissions not because they cannot sell — but because renewals slip, follow-ups vanish in WhatsApp, and every calculation is redone from scratch.
Renewals slipping away
No renewal calendar means lapsed policies and a persistency rate quietly bleeding your renewal income.
Commission guesswork
You never know exactly what each insurer owes you, which payouts are pending, or what your GST liability is.
Leads going cold
Prospects sit in a notebook. There is no scoring, no follow-up cadence, no nurture sequence.
What changes in your first week.
Every rupee accounted for
Insurer-wise commission trackers, renewal forecasts and MDRT qualification dashboards show your income before it arrives.
Nothing falls through
Renewal calendars, claim follow-up logs and client life-event reminders keep your book warm automatically.
You look institutional
Branded proposals, comparison sheets and client ebooks make a solo advisor look like a full advisory firm.
34 modules. 324 tools. Nothing you have to build yourself.
Each module is a complete, standalone set of trackers, templates and dashboards. Use one today, the rest as your business grows.
- Lead Capture & Intake Form
- Prospect Database Tracker
- Lead Source Tracker
- Lead Qualification Scoring Tool
- Client KYC Document Tracker
- Initial Consultation Scheduler
- Client Risk Profile Assessment Form
- Financial Goal Discussion Tracker
- Lead-to-Client Conversion Tracker
- Follow-up Reminder Tracker
- Cold Lead Nurture Tracker
- Client Onboarding Checklist
- Family Member Insurance Mapping Tool
- Client Communication Log
- Policy Sales Tracker (Master List)
- Product-wise Sales Dashboard
- Life Insurance Policy Comparison Sheet
- Health Insurance Policy Comparison Sheet
- Motor Insurance Policy Comparison Sheet
- Term Plan vs Endowment Comparator
- ULIP Product Comparison Sheet
- Policy Recommendation Worksheet
- Sum Assured Calculator
- Premium Calculator (Multi-Product)
- Policy Riders/Add-on Tracker
- New Business (NB) Application Tracker
- Policy Issuance Status Tracker
- Cross-Sell/Upsell Opportunity Tracker
- Product Launch/New Scheme Tracker
- Insurer-wise Product Portfolio Tracker
- Commission Calculator (First Year/Renewal)
- Insurer-wise Commission Tracker
- Monthly Commission Income Dashboard
- Commission Payout Reconciliation Tool
- Renewal Commission Forecast Tracker
- Bonus/Incentive Tracker
- Club Membership Qualification Tracker (MDRT)
- Annual Income Summary Dashboard
- Commission Slab & Structure Tracker
- Product-wise Commission Comparator
- Pending Commission Follow-up Tracker
- Team/Downline Commission Tracker
- Tax on Commission Income Calculator
- GST Applicability Checker
- Commission Dispute/Query Tracker
- Multi-Insurer Income Consolidator
- Renewal Due Date Master Calendar
- Renewal Reminder Tracker
- Premium Due Payment Tracker
- Renewal Persistency Rate Calculator
- Lapsed Policy Revival Tracker
- Grace Period Tracker
- Auto-Debit/ECS Mandate Tracker
- Renewal Follow-up Call Log
- Policy Lapse Reason Tracker
- Renewal Success Rate Dashboard
- Multi-Year Renewal Forecast Tool
- Client Renewal History Tracker
- Renewal Payment Mode Tracker
- Late Payment Penalty Calculator
- Renewal Campaign Planner
- Non-Renewal Client Win-Back Tracker
- Claim Intimation Tracker
- Claim Document Checklist
- Claim Status Follow-up Tracker
- Claim Settlement Timeline Tracker
- Claim Rejection Reason Log
- Death Claim Process Checklist
- Health/Cashless Claim Assistance Tracker
- Motor Claim Assistance Tracker
- Claim Amount Reconciliation Tool
- Claim Escalation Tracker
- Third-Party Claim Coordination Tracker
- Claim Satisfaction Feedback Tracker
- Surveyor/Investigator Coordination Log
- Claim Success Rate Dashboard
- Client Insurance Portfolio Tracker
- Coverage Gap Analysis Tool
- Family Protection Plan Calculator
- Retirement Planning Calculator
- Child Education Planning Calculator
- Wealth Accumulation Goal Tracker
- Tax-Saving Investment Tracker
- Portfolio Review Scheduler
- Multi-Policy Client Summary Sheet
- Financial Health Snapshot (Client-wise)
- Insurance-to-Income Ratio Calculator
- Term vs Investment Plan Advisory Tool
- Nominee & Beneficiary Tracker
- Policy Document Storage Tracker
- Client Life-Stage Need Analyzer
- Comprehensive Financial Plan Template
- Content Calendar
- Insurance Awareness Post Templates
- Social Media Post Performance Tracker
- Referral Program Tracker
- Meta Ads Budget & ROI Tracker
- Client Testimonial & Review Collector
- Google My Business Review Tracker
- WhatsApp Broadcast Campaign Tracker
- New Client Acquisition Source Tracker
- Educational Content Bank
- Festival/Seasonal Campaign Planner
- IRDAI Advertising Compliance Checklist
- Webinar/Seminar Tracker
- Networking Event Tracker
- Client Database & Profile Tracker
- Client Birthday/Anniversary Reminder Tool
- Annual Client Review Meeting Scheduler
- Client Satisfaction Survey Tracker
- Client Complaint Log & Resolution Tracker
- VIP/High-Value Client Identifier
- Client Lifetime Value Calculator
- Referral Reward Calculator
- Client Loyalty Program Tracker
- Client Segmentation Tool
- Multi-Generation Family Client Tracker
- Client Life Event Tracker
- Inactive Client Win-Back Tracker
- Client Advocacy/Referral Tracker
- IRDAI License Renewal Tracker
- Continuing Education (CPD) Hours Tracker
- KYC & AML Compliance Checklist
- Mis-selling Prevention Checklist
- Policy Disclosure Compliance Checklist
- Client Consent & Documentation Tracker
- Insurer Empanelment Tracker
- Code of Conduct Compliance Checklist
- Grievance Redressal Process Tracker
- Data Privacy Compliance Checklist
- Suitability Assessment Documentation
- Regulatory Filing/Reporting Tracker
- Team/Sub-Agent Recruitment Tracker
- Team Performance Dashboard
- Team Target vs Achievement Tracker
- Sub-Agent Commission Split Tracker
- Team Training Calendar
- New Agent Onboarding Checklist
- Team Attendance/Activity Tracker
- Team Leaderboard/Ranking Tracker
- Agency Office Expense Tracker
- Team Meeting Notes Template
- Team Incentive Program Tracker
- Agent Retention Rate Tracker
- Team Skill Development Tracker
- Agency Growth Roadmap Template
- Monthly Income & Expense Tracker
- Profit & Loss Statement (Advisor/Agency)
- Business Expense Tracker
- Annual Income Tax Planning Tracker
- GST Registration & Compliance Checklist
- Bank Reconciliation Tool
- Business Growth Tracker
- Client Acquisition Cost Calculator
- Break-Even Analysis Calculator (New Advisor)
- Cash Flow Forecast
- Investment of Own Commission Tracker
- Office/Business Setup Cost Tracker
- Health Insurance Sum Insured Calculator
- Pre-Existing Disease Waiting Period Tracker
- Family Floater vs Individual Plan Comparator
- Critical Illness Rider Tracker
- Cashless Hospital Network Tracker
- Health Claim Pre-Authorization Tracker
- Health Insurance Renewal Health Check Tracker
- Top-Up/Super Top-Up Plan Calculator
- Corporate Health Insurance Comparison Tool
- Senior Citizen Health Plan Tracker
- Motor Insurance Premium Calculator
- No-Claim Bonus (NCB) Tracker
- Vehicle Insurance Renewal Tracker
- Third-Party vs Comprehensive Comparator
- Add-on Cover (Zero Dep/Engine Protection) Tracker
- Motor Claim Documentation Checklist
- Fleet/Commercial Vehicle Insurance Tracker
- IDV (Insured Declared Value) Calculator
- Corporate Client Database
- Group Insurance Policy Tracker
- Employee Benefit Insurance Proposal Template
- Corporate Health Insurance Renewal Tracker
- Group Term Insurance Tracker
- Corporate Client Presentation Template
- Employee Enrollment Tracker
- Corporate Premium Reconciliation Tool
- Corporate Client Retention Tracker
- Group Insurance RFP/Quotation Tracker
- Daily Activity Dashboard
- Weekly Sales Summary
- Monthly Business Dashboard
- Client Analytics Dashboard
- Product-wise Performance Dashboard
- Renewal & Persistency Dashboard
- Team Performance Master Dashboard
- Annual Business Growth Report
- Insurance Advisor Career Plan Template
- IRDAI License Application Checklist
- Initial Client Base Building Checklist
- Startup Cost Estimator
- Personal Branding Checklist
- 90-Day Business Launch Plan
- Break-Even Timeline Calculator
- Pre-Launch Marketing Checklist
- Mentor/Senior Advisor Guidance Tracker
- Licensing & Registration Checklist
- Insurer-wise Empanelment Tracker
- Multi-Insurer Product Comparison Master Sheet
- Insurer Relationship/Contact Tracker
- New Insurer Tie-up Evaluation Checklist
- Insurer Payout Terms Comparator
- Product Training Completion Tracker
- Insurer Support/Backend Contact Tracker
- Multi-Insurer Business Mix Analyzer
- Micro-Insurance Product Tracker
- Rural Client Outreach Tracker
- Government Scheme Insurance Tracker (PMJJBY/PMSBY)
- Crop Insurance Awareness Tracker
- Rural Territory Mapping Tool
- Micro-Insurance Premium Calculator
- Financial Literacy Session Tracker
- All-in-One Advisor Command Center Dashboard
- Advisor's Weekly Business Review Sheet
- Financial Health Snapshot Dashboard
- Client & Renewal Combined Analytics
- Growth Opportunity Identifier Tool
- Competitor/Peer Benchmark Tracker
- Annual Business Planning Template
- Life Insurance Basics Guide Ebook
- Health Insurance Buying Guide Ebook
- Term Insurance vs ULIP Guide Ebook
- Retirement Planning Guide Ebook
- Child Education Planning Guide Ebook
- Tax-Saving Insurance Guide Ebook
- Claim Process Simplified Guide Ebook
- Motor Insurance Buying Guide Ebook
- NRI Insurance Guide Ebook
- Senior Citizen Insurance Guide Ebook
- Insurance Myths Busted Ebook
- New Advisor Success Guide Ebook
- Client Handling & Communication Guide Ebook
- MDRT Journey Roadmap Ebook
- Insurance Awareness Post Templates
- Client Testimonial Post Templates
- Policy Explainer Carousel Templates
- Festival/Occasion Post Templates
- Claim Success Story Post Templates
- Business Card Design Template
- Email Signature Template
- Client Proposal Design Template
- Renewal Reminder Design Template
- Instagram Highlight Cover Templates
- Free Consultation Booking Tracker
- Financial Needs Analysis (FNA) Tool
- Virtual Consultation Scheduler
- Second Opinion/Policy Review Tracker
- Client Query/Support Ticket Tracker
- FAQ & Response Template Bank
- Policy Portability Advisory Tracker
- Existing Policy Audit Checklist
- NRI Client Database Tracker
- NRI Insurance Product Comparison Sheet
- Currency/Premium Payment Tracker
- NRI Policy Documentation Checklist
- Cross-Border Claim Assistance Tracker
- NRI Client Communication Log
- Referral Partner Database (CA/Lawyers/Bankers)
- Cross-Referral Tracker
- Partnership Revenue Share Calculator
- Corporate HR Partnership Tracker
- Bank/NBFC Partnership Tracker
- Local Business Collaboration Tracker
- Community/Society Tie-up Tracker
- Affiliate/Sub-broker Tracker
- Client Book Valuation Calculator
- Business Succession Planning Template
- Book Transfer/Handover Checklist
- Retirement Planning for Advisors
- Team/Business Sale Documentation Checklist
- Tax-Saving Season (Jan-March) Campaign Planner
- Financial Year-End Client Outreach Tracker
- New Year Financial Resolution Campaign
- Festival Season Insurance Gifting Tracker
- Budget Announcement Impact Tracker
- Seasonal Product Push Planner
- Insurer Portal Login Tracker
- Digital Policy Issuance Checklist
- E-KYC Process Tracker
- WhatsApp Business Catalog Setup
- CRM Software Migration Checklist
- Video Consultation Tool Setup Checklist
- Digital Signature Tracker
- ULIP Fund Performance Tracker
- Fund Switch Recommendation Tool
- NAV Tracking Sheet
- ULIP vs Traditional Plan Comparator
- Investment Goal-based Fund Allocator
- SIP-linked Insurance Tracker
- Nomination Change Request Tracker
- Policy Assignment Documentation Tracker
- Legal Heir Certificate Support Checklist
- Insurance Ombudsman Complaint Tracker
- POSP Onboarding Checklist
- POSP Commission Structure Tracker
- POSP Training Completion Tracker
- POSP Digital Sales Portal Tracker
- POSP Client Base Growth Tracker
- Bank Partnership/Tie-up Tracker
- Bank RM Coordination Log
- Bancassurance Lead Tracker
- Bank Branch-wise Sales Tracker
- Bancassurance Commission Reconciliation Tool
- Individual Agent License Compliance Checklist
- Corporate Agent Compliance Checklist
- Insurance Broker Compliance Checklist
- Channel-wise Regulatory Requirement Tracker
- Medical Test Booking Tracker
- Underwriting Status Follow-up Tracker
- Medical Report Submission Tracker
- Underwriting Delay/Query Tracker
- High Sum Assured Case Tracker
- Bima Sugam Readiness Checklist
- Digital Insurance Marketplace Awareness Tracker
- MSME Group Term Insurance Tracker
- MSME Client Outreach Tracker
- Advisor Self Financial Planning Tracker
Real screens · not stock mockups
See inside the toolkit before you pay
A peek at 20 of the most-used tools. Every sheet is pre-formatted, formula-driven and ready the second you open it.
All 34 modules · 324 tools · instant download after payment
The shift
Two advisors. Same market. Different systems.
- ✕Leads scattered across WhatsApp chats and diary pages
- ✕Renewals remembered only after the policy lapses
- ✕Commission payouts never reconciled with the insurer
- ✕Every proposal and client sheet rebuilt from zero
- ✕No idea which month, product or source actually pays
- ✓Every lead scored, followed up and tracked to close
- ✓Renewal calendar warns you 60 days before due date
- ✓Commission reconciliation shows exactly what is unpaid
- ✓Ready proposals, checklists and client ebooks in seconds
- ✓One dashboard: income, persistency, product mix, ROI
What you are getting
- 324 Excel tools, trackers & calculatorsRs 2,999
- 14 client-ready insurance ebooksRs 999
- 10 social media & branding design templatesRs 499
- Compliance & IRDAI checklist packRs 502
- Total real valueRs 4,999
Advisors already running on it.
“The renewal calendar alone recovered 11 lapsed policies in my first month. That is more than the toolkit cost me, a hundred times over.”
Rakesh M.
LIC Advisor, Pune
“I finally know exactly what each insurer owes me. The commission reconciliation sheet found Rs 34,000 in unpaid payouts.”
Sneha D.
Multi-insurer Broker, Ahmedabad
“I started as a POSP six months ago. The 90-day launch plan gave me a structure I would never have built myself.”
Imran S.
POSP Advisor, Hyderabad
The 7-Day No-Risk Promise
Use every module for a full week. If the toolkit does not save you hours or surface income you were missing, email us and we refund your Rs 299 in full. No forms, no questions.
Launch price ends in
After the launch window the toolkit returns to its regular price of Rs 4,999.
Instant setup
Running in under 10 minutes.
Pay Rs 299
One secure payment. No subscription, no renewal, no hidden upsell later.
Download instantly
All 34 modules and 324 files land in your inbox the moment payment clears.
Plug into your day
Open the tracker you need, enter your data, and let the sheets do the maths.
Included free today
4 fast-action bonuses worth Rs 2,400
Added to every order placed during the launch window. They are removed the moment the price goes back to Rs 4,999.
90-Day Advisor Launch Plan
A day-by-day action calendar that takes a new advisor from zero to a repeatable pipeline.
Objection Handling Script Bank
Word-for-word replies for the 40 objections that kill insurance sales in India.
WhatsApp Follow-Up Message Pack
Ready templates for cold leads, renewals, birthdays, claims and referral asks.
Client Review Meeting Kit
Agenda, needs-analysis sheet and one-page report to run premium annual reviews.
Find your perfect module
Not sure where to start? Take the 30-second quiz.
Answer 3 quick questions and we will point you to the exact module that solves your biggest pain point today.
What is your biggest challenge right now?
Questions, answered.
What exactly do I get for Rs 299?+
All 34 modules — 324 ready-to-use Excel trackers, calculators, checklists, ebooks and design templates. One payment, lifetime access, instant download.
Do I need special software?+
No. Everything is delivered in .xlsx and PDF formats that work in Microsoft Excel, Google Sheets and WPS Office on both mobile and desktop.
I am a brand new advisor. Is this useful for me?+
Yes. Module 16 alone gives you a 90-day business launch plan, licensing checklist and startup cost estimator so you start with a system instead of guesswork.
Will this work for LIC, private insurers, brokers and POSP?+
Every tool is insurer-agnostic. Multi-insurer, bancassurance, corporate agency and POSP models each have dedicated modules.
How is it delivered?+
Instantly. The moment your payment is confirmed you receive a download link on email and WhatsApp.
Is there a refund policy?+
Yes — a 7-day no-questions-asked refund. If the toolkit does not save you hours in your first week, write to us and we return your Rs 299.
Your next 100 policies deserve a real system.
Get all 34 modules and 324 tools instantly for Rs 299 — before the launch price closes.
Order Now For Rs 299Rahul S. · Mumbai
just got the 324-Tool Toolkit at Rs 299
3 minutes ago